Skip to main content
Brought to you by TD
fr

MoneyTalk Life (Page 10 of 55)

Giving back: Ways to make your charitable donations count

A smart giving strategy can help ensure your charitable donations have the biggest impact. Jo-Anne Ryan, Vice President, Philanthropic Advisory Services, TD Wealth and Executive Director, Private Giving Foundation, joins Greg Bonnell to talk about the tax advantages of donating securities, the benefits of using a donor-advised fund, as well as some causes that could use support now.
November 24, 2023

What Ottawa’s new tax measures could mean for rental property and business owners

The federal government tabled its fall economic statement Tuesday. If you own a short-term rental property, are wondering if you should be filing the Underused Housing Tax return or plan on selling your business, there are new measures that could impact you. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to discuss what to know.
November 23, 2023
Your Business / House

Investing after 70: Does your roadmap change?

Your 70s can be a pivotal decade for personal finances. After all it’s when most of us will begin withdrawing from our savings. But how does your investment strategy change? The answer may surprise you.
November 21, 2023
Retirement

Leaving assets to friends? Key things to get right

If you are incorporating friends into your estate plan, there could be cases where family expectations might conflict. Mindi Banach, Tax and Estate Planner, TD Wealth, joins Kim Parlee to outline the key documents you should have and steps you can take to help ensure your wishes are followed.
November 16, 2023
Family

Grand gestures: How grandparents can protect financial gifts

One joy of being a grandparent is spoiling your grandkids. And as the kids grow, so can the size of the financial gifts. Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to discuss some ways to help ensure your gifts don’t come with unintended consequences.
November 9, 2023
Family